Over the past several months, I’ve been closely observing advances in artificial intelligence. The pace of innovation in this sector has surged since the introduction of ChatGPT in November of last year. In March, Bill Gates noted that we are entering the era of AI.
A notable benefactor of this AI wave is Nvidia. Its processors are the driving force behind many of today’s AI applications.
What fascinates me the most is Nvidia’s readiness well in advance of the AI opportunity arriving. Recently, during an earnings presentation for investors, Nvidia’s CEO Jensen Huang stated:
Creating this technology is a significant investment; you must develop all the software and construct the systems, among other tasks. However, we’ve been committed to this for 15 years.
When generative AI emerged, it activated an essential application for this computing infrastructure that we had been diligently preparing.
Isn’t that intriguing? Nvidia had been laying the groundwork for its computing platform for many years prior to the rise of generative AI! Once that technology arrived, it became the pivotal application for something that had been in the pipeline for ages.
This situation brings to mind a saying by Abraham Lincoln:
I will study and prepare myself, and someday my opportunity will come.
This quote resonates with me. Why? Because it underscores the significance of being prepared. You must be ready ahead of time, and eventually, your moment will arrive. You shouldn’t wait until an opportunity presents itself before you start your preparations; that would be too late. Instead, you must equip yourself before the nature of the opportunity is even clear.
In Nvidia’s case, it has positioned itself so effectively that it faces virtually no competition. According to the WSJ report:
The company currently has no rivals capable of matching its extensive range of chips and software tailored for the demanding computations required by generative AI.
Moreover, its edge is not easily replicated:
Huang mentioned that the firm’s software development is highly complex.
“You must design all software, libraries, and algorithms, seamlessly integrate them, and optimize the entire framework, not just for a single chip but for the overall architecture of a data center,” he explained during a discussion with analysts.
This situation serves as a strong illustration of the power of readiness. Prepare yourself, and one day, your chance will materialize.
Over the past several months, I’ve been closely observing advances in artificial intelligence. The pace of innovation in this sector has surged since the introduction of ChatGPT in November of last year. In March, Bill Gates noted that we are entering the era of AI.
A notable benefactor of this AI wave is Nvidia. Its processors are the driving force behind many of today’s AI applications.
What fascinates me the most is Nvidia’s readiness well in advance of the AI opportunity arriving. Recently, during an earnings presentation for investors, Nvidia’s CEO Jensen Huang stated:
Creating this technology is a significant investment; you must develop all the software and construct the systems, among other tasks. However, we’ve been committed to this for 15 years.
When generative AI emerged, it activated an essential application for this computing infrastructure that we had been diligently preparing.
Isn’t that intriguing? Nvidia had been laying the groundwork for its computing platform for many years prior to the rise of generative AI! Once that technology arrived, it became the pivotal application for something that had been in the pipeline for ages.
This situation brings to mind a saying by Abraham Lincoln:
I will study and prepare myself, and someday my opportunity will come.
This quote resonates with me. Why? Because it underscores the significance of being prepared. You must be ready ahead of time, and eventually, your moment will arrive. You shouldn’t wait until an opportunity presents itself before you start your preparations; that would be too late. Instead, you must equip yourself before the nature of the opportunity is even clear.
In Nvidia’s case, it has positioned itself so effectively that it faces virtually no competition. According to the WSJ report:
The company currently has no rivals capable of matching its extensive range of chips and software tailored for the demanding computations required by generative AI.
Moreover, its edge is not easily replicated:
Huang mentioned that the firm’s software development is highly complex.
“You must design all software, libraries, and algorithms, seamlessly integrate them, and optimize the entire framework, not just for a single chip but for the overall architecture of a data center,” he explained during a discussion with analysts.
This situation serves as a strong illustration of the power of readiness. Prepare yourself, and one day, your chance will materialize.